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Taiwan Semiconductor's 2nm production starts in 2025, with strong growth in advanced nodes and CoWoS packaging. Read why I ...
TSMC continues to look affordably priced at a price-to-earnings ratio of 29. Like the rest of the sector, the stock is vulnerable to the semiconductor cycle, and growth could slow, especially as ...
Is this the only AI stock you need? TSMC may not achieve the skyrocketing growth of a company like Nvidia, but it could be the best way to get broad exposure to the AI boom.
TSMC is the world's biggest manufacturer of semiconductors, and it pioneered the foundry model. Unlike most semiconductor manufacturers, TSMC doesn't do any chip design.
TSMC's Q2 revenue surged 44.4% YoY, driven by 3nm tech and HPC demand. Click for why, despite softer Q3 guidance, TSM stock remains a solid long-term investment.
Only the largest foundries—TSMC, Samsung, GlobalFoundries, UMC, SMIC, and more recently Intel as a new entrant to the space—possess FinFET-related intangible assets.
TSMC has prepared accordingly, with a massive $165 billion invested in fabs to ready up for what could be another big AI-driven boom.
Is this the only AI stock you need? TSMC may not achieve the skyrocketing growth of a company like Nvidia, but it could be the best way to get broad exposure to the AI boom.
Key Points TSMC reported strong revenue and earnings growth, although currency was a headwind. Demand for AI chips is booming, which is pushing up demand for TSMC's leading nodes.